A Fixed Annuity could earn a competitive rate of return and is guaranteed* for a specific period of time. Many investors utilize Fixed Annuities for short-term alternatives to banking or Wall Street savings products. All Annuities grow tax-deferred so you are not taxed until the earnings are withdrawn, which could provide a valuable tax reduction strategy when utilizing Fixed Annuities for Tax Deferral.
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Caution needs to be implemented when considering an immediate annuity. Once your money goes into an immediate annuity, you then lose all control of the principal (your savings) and the income cannot be adjusted either up or down. Immediate Annuities have some positive benefits when there is a specific need for a life-time income or guaranteed stream of income for a specific period of time. This type of annuity product is similar to pensions as they provide a monthly income that cannot be changed.
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A variable annuity is a contract between you and an insurance company, under which the insurer agrees to make periodic payments to you, beginning either immediately or at some future date. You purchase a variable annuity contract by making either a single purchase payment or a series of purchase payments.
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Mike Albertson is an Investment Adviser Representative. Advisory services offered through Secure Asset Management, LLC (SAM) a Registered Investment Adviser.
Securities are offered through Aurora Securities, Inc. (ASI) Member: FINRA/SIPC.
Tradewell Tax and Financial is not an affiliated company of (SAM) or (ASI).
Representatives of Tradewell Tax and Financial are authorized in states where they are properly registered. Mike Albertson: FL, IN, KY, OH, SC. Clients who are not residents of these states cannot be serviced.
This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. Tradewell Tax & Financial is not engaged in the practice of law. All insurance recommendations offered through Indiana Tax Advisory Group, Inc. Mike Albertson is President of Indiana Tax Advisory Group, Inc.
There are no assurances that you will achieve your investment objectives. All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions, or withdrawals may materially alter the performance of your portfolio. Past performance is no guarantee of future success. We provide no guarantee that any portfolio will match or outperform any benchmark.
Recommendations and advice are based on information provided by the client that is presumed to be accurate. The financial planning process is not stagnant and must be adjusted based upon changes in the client's personal and financial situation, liquidity needs, investment objectives, and risk tolerance. Clients are responsible for notifying us immediately if their personal and financial circumstances or goals change.